Capital Advisors Ltd’s WaFd WAFD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-368
| Closed | -$11K | – | 1648 |
|
|
2025
Q1 | $11K | Hold |
368
| – | – | ﹤0.01% | 755 |
|
|
2024
Q4 | $12K | Hold |
368
| – | – | ﹤0.01% | 750 |
|
|
2024
Q3 | $13K | Hold |
368
| – | – | ﹤0.01% | 725 |
|
|
2024
Q2 | $11K | Buy |
368
+121
| +49% | +$3.62K | ﹤0.01% | 744 |
|
|
2024
Q1 | $7K | Buy |
+247
| New | +$7K | ﹤0.01% | 816 |
|